Notary Visit LogTHE APPOINTMENT / THE INVOICE / THE RECEIPT
Keep the visit
and the business together.
Move from an appointment to a retained invoice, actual collections and the miles and expenses that belong to the job.
THE WORK / WITH ITS CONTEXT
A visit has a time.
A business needs a trail.
THE DETAILS MATTER
Give the job a clear business record.
Keep a payer code, place reference, local appointment time and operator-reviewed fee basis. Mark actual completion, cancellation or no-show with a dated note. Your official notarial journal remains separate.
Separate notarial and travel charges.
Issue one retained original invoice with a unique reference and itemised notarial, travel and administration lines. Enter your own lawful fees; no state limit or permission to charge is inferred.
KEEP THE FOLLOW-THROUGH
Track what actually came in and went out.
Record partial payments and refunds against the retained invoice balance, actual odometer trips and itemised expenses. Outstanding balances, recorded mileage and cash less entered expenses stay visible. No tax deduction or profit guarantee is calculated.
A SMALL WORKING EXAMPLE
See what the record means.
No account needed for this example.
THE WORKSPACE / YOUR RECORDS
Keep the next step visible.
US mobile-notary business administration. Keep payer/job codes and neutral visit details. This is not an official notarial journal, identity verification, remote notarisation, fee-cap engine or tax deduction calculator. Do not store signer identity documents, SSNs, signatures or document contents.
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YOUR WORK / ACROSS DEVICES
A workspace that keeps its history.
Open your records with a one-use email link. Pro adds four named staff accounts with editor or viewer access. The owner controls billing, settings and erasure.
Free account. No card needed. The link expires after 15 minutes.
Opening your records…
Records and private source files are encrypted on the server, not end-to-end encrypted. JSON contains file references; download originals separately. Server access is required. No automatic operational reminder email. Whole-workspace erasure removes shared records and stored files. It cannot revoke exported or delivered copies.
FREE TO START / ROOM FOR THE WORK
Start with a real record.
Five visits, itemised invoices, partial payments and refunds, actual odometer mileage, expenses, working print and JSON.
Free / no card requiredEach workspace supports one US mobile-notary business. Pro includes the owner and up to four staff accounts. Editors add records; viewers can read records and existing reports. Every authorised staff member can read all records, finance and private files in the selected workspace. There are no per-record staff access boundaries. Staff access requires the owner’s active Pro plan.
BUSINESS PRO
US$14.99per month
Five hundred visits, four named staff, preserved business reports and aggregate CSV within workspace limits.
Recurring subscription, no trial. Annual payment is charged in full. Prices include applicable tax. Cancel renewal at any time; access continues through the current paid period. Existing records, issued report versions, permitted updates and JSON export remain available to the owner after Pro ends. Extra records above the free limit, staff access, extra storage and history-report/aggregate-CSV generation need Pro.